Qualifications

• 5+ years of experience in the disability industry with a TPA or insurance carrier
• Strong analytical, problem-solving, and organizational skills
• Advanced Excel and computer skills
• Experience with general ledger accounting and financial reporting
• Knowledge of online accounting systems and securities transaction tax processes
• Excellent written and verbal communication skills
• Ability to work independently and collaboratively

Responsibilities

• Manage vendor relationships and facilitate overpayment recovery arrangements
• Track overpayment collections and apply them to benefit calculations
• Research and correct financial coding within the disability claim platform
• Present financial aspects during client teleconferences and finalist presentations
• Validate client funding reports prior to benefit distribution
• Prepare service fee invoice reports and submit vendor payments
• Recommend and implement improvements to technologies and methods

Benefits

• Remote work flexibility from anywhere in the U.S.
• Opportunity to influence and lead within a collaborative team environment
• Engagement in special projects and diverse responsibilities
• Focus on compliance with federal, state, and local tax matters
• Commitment to professional development and mastering new technical areas